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Broker brief

Patriot (Power-Kunkle Group, Inc.)

999 Berkshire Blvd Ste 160, Wyomissing, PA 19610 · EIN 33-1028341

Plan year 2025

Groups

Lives under management

2,572

Direct (A)

$162,398

Additional (C)

$499,146

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

Groups25

Book movement

Lancaster groups and lives vs 2024

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

−37 · −59.7% vs 2024

Δ Lives

−5,976 · −69.9% vs 2024

Added (0)

None

Dropped (37)

Evans Network Services, Inc. · 574 lives
Sweet Street Desserts, Inc. Employee Benefit Plan · 529 lives
Metropolitan Management Group · 328 lives
Reitnouer, Inc. · 311 lives
Herbein And Company, Inc. · 271 lives
Behavior Interventions, Inc. · 256 lives
Sai Med Partners, LLC · 255 lives
Reading Bakery Systems, Inc. · 241 lives

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Webb Insurance, Inc.84% mix match · 11 groups · 1,809 lives

Lower Schedule C $/life vs this broker

Pci Insurance Agency74% mix match · 15 groups · 1,350 lives

Lower Schedule A / Schedule C $/life vs this broker

Gunn Mowery, LLC69% mix match · 15 groups · 1,438 lives

Engle, Hambright & Davies, Inc.67% mix match · 36 groups · 7,151 lives

Lower Schedule C $/life vs this broker

Tompkins Insurance61% mix match · 20 groups · 3,564 lives

Lower Schedule A / Schedule C $/life vs this broker

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Swift Kennedy & Associates, Inc.0% mix match · 7 groups · 2,441 lives

Medical: Geisinger Health Plan (33%) vs your broker’s Highmark, Inc. (67%)

Johnson, Kendall & Johnson Inc0% mix match · 12 groups · 2,408 lives

Medical: Delta Dental Of Pennsylvania (33%) vs your broker’s Highmark, Inc. (67%)

Frissora & Associates, LLC0% mix match · 4 groups · 1,854 lives

Stop-loss: Symetra Life Insurance Company (75%) vs your broker’s Crum & Forster (41%)

Amerihealth Administrators, Inc.0% mix match · 14 groups · 3,310 lives

Medical: Independence Blue Cross (92%) vs your broker’s Highmark, Inc. (67%)

Simkiss & Block0% mix match · 5 groups · 1,711 lives

Medical: Independence Blue Cross (60%) vs your broker’s Highmark, Inc. (67%)

Coverage mix this year

Dental + Vision7

Vision5

Life4

Dental4

Other2

Medical1

Appears alongside

The Benecon Group22

James R Nelligan & Associates15

Capital Bluecross11

Highmark Blue Shield (Central)6

Assured Partners (Central Pa)1

Rxbenefits, Inc.1

Kistler Tiffany Benefits Co1

Patriot (Power-Kunkle Group, Inc.)1

Sun Life Assurance Company Of Canad1

Relationships

Groups on this book in 2025

Employer	Lives
Mayer Pollock Steel Corporation	41
Fanelli Brothers Trucking Co.	34
Phytogenx, Inc.	170
Harry O. Hahn Seafood, Inc.	36
Remcon Plastics, Inc.	71
Innovative Machining Technology, Inc.	39
D.G. Yuengling And Son Incorporated	29
Standard Offset Printing Co., Inc.	116
Targeted Solutions, LLC	122
World Electronics Sales & Service, Inc.	84
Optimum Controls Corporation	83
Brentwood Industries, Inc.	562
Berks Packing Co., Inc.	70
Banko Beverage	83
Miller Bros. Construction, Inc.	92
Eye Consultants Of Pennsylvania, P.C.	193
The Pottsville Area Emergency Medical Services, Inc	30
C.A.R.E.S. Community And Residential Empowerment Services, Inc.	87
Gateway Ticketing Systems, Inc.	242
Grafika Commercial Printing, Inc.	124
L & H Signs, Inc.	69
The Berkshire Country Club Of Reading, Pennsylvania	43
D&B Construction Group, LLC	36
Berks Community Health Center	65
Adelphi Kitchens, Inc.	51

Disruption in this book

Flagged groups

Mayer Pollock Steel Corporation
Named parties added · Named parties removed · Carriers added · Carriers removed
Fanelli Brothers Trucking Co.
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Phytogenx, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Harry O. Hahn Seafood, Inc.
Named parties removed · Carriers added · Carriers removed · Broker tenure
Remcon Plastics, Inc.
Named parties removed · Broker tenure
Innovative Machining Technology, Inc.
Named parties removed · Reported premium moved · Broker tenure · Comp % outside peer band
D.G. Yuengling And Son Incorporated
Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved
Standard Offset Printing Co., Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Targeted Solutions, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
World Electronics Sales & Service, Inc.
Named parties removed · Carriers added · Carriers removed · Broker tenure
Optimum Controls Corporation
Named parties removed · Carriers added · Carriers removed
Brentwood Industries, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Berks Packing Co., Inc.
Named parties added · Named parties removed · Carriers added · Covered lives moved · Comp % outside peer band
Banko Beverage
Named parties added · Named parties removed · Carriers added · Carriers removed
Miller Bros. Construction, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
The Pottsville Area Emergency Medical Services, Inc
Named parties added · Named parties removed · Carriers added · Comp % outside peer band
C.A.R.E.S. Community And Residential Empowerment Services, Inc.
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure
Gateway Ticketing Systems, Inc.
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Grafika Commercial Printing, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
L & H Signs, Inc.
Named parties removed · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
The Berkshire Country Club Of Reading, Pennsylvania
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
D&B Construction Group, LLC
Named parties added · Named parties removed · Comp % outside peer band
Berks Community Health Center
Named parties removed · Carriers added · Broker tenure
Adelphi Kitchens, Inc.
Named parties added · Named parties removed · Carriers removed · Reported premium moved

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